LGA
Lebenthal Global Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,168
| Closed | -$405K | – | 155 |
|
|
2021
Q4 | $405K | Buy |
5,168
+1
| +0% | +$78 | 0.16% | 98 |
|
|
2021
Q3 | $377K | Sell |
5,167
-2
| -0% | -$146 | 0.24% | 77 |
|
|
2021
Q2 | $380K | Buy |
5,169
+883
| +21% | +$64.9K | 0.2% | 97 |
|
|
2021
Q1 | $325K | Buy |
4,286
+3,386
| +376% | +$257K | 0.2% | 85 |
|
|
2020
Q4 | $67K | Buy |
+900
| New | +$67K | 0.05% | 214 |
|